The Doers Nepal -Podcast podcast

99% of AI Companies Will Be Dead by 2026

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The Doers Nepal – Nepal’s Longest Running Business Podcast In this episode, we have Manish Maheshwari, General Partner at BAT VC, former Twitter India CEO, and one of India’s top AI investors.

Along with him, we have Bhupendra Khanal, former founder of Simplify360 and current CEO of Doxy.

 

From decades of experience and exposure, they offer insights into the realities of today’s AI ecosystem. Most people think the AI boom means every AI startup will win.

But the truth is the opposite.

We’re in the middle of an AI bubble and when it bursts, 99% of today’s AI companies won’t survive.

In this conversation, they broke down:

-How do you differentiate a good AI company from a bad one?

-Why are LLMs rapidly becoming a commodity?

-How can platform dependency wipe out companies overnight?

-What should a founder really do after a life-changing exit?

 

And in a crowded AI market, what strategic advantages actually help you stand out?

This episode isn’t hype.

It’s a reality check for founders, creators, students, and anyone who wants to stay relevant in the next decade.

 

Timestamps:

00:00 Intro 02:22 — Introduction to Manish Dai

03:07 — The 3 C’s of the Internet

03:24 — Content, Creators & Social Media Dynamics

04:29 — Brand Challenges and Opportunities

07:29 — AI Fads and Wrapper Apps

07:40 — Good AI Companies vs Bad AI Companies

10:30 — Early Bets & Missed Investment Opportunities

15:10 — Why Distribution Matters in Tech

19:00 — Diversifying Risk in Business

20:45 — The Relentless Pace of Technological Change

27:00 — Platform vs UI: What Drives Adoption

29:32 — New Algorithms and Emerging Insights

30:25 — Meta’s LLaMA and the AI Model Race

32:45 — Power of Proprietary Data

33:30 — Google’s Missed Chance at Uber & WhatsApp

36:00 — WeChat’s Dominance in China

37:00 — How Jio Disrupted a Monopoly Market

44:35 — Understanding Customer Psychology

46:10 — Leading Twitter India: Inside Experience

48:25 — Twitter’s Stance on Content Ownership

58:20 — Elon Musk’s X Changes & Verification Issues

1:08:00 — Why Startup Exits Feel Like Divorce

1:10:30 — When a Company Becomes Your Identity

1:23:32 — Life in Nepal: Twitter India Head Speaks Nepali Want to join us live in the studio as an audience member?

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✉ Reach out to us at [email protected]

 

🎧 Listen on audio platforms: 

https://www.podbean.com/media/share/pb-3ww6h-19c2d2e

 

🎤 Host: Anup Ghimire

Founder of Doers Nepal 

LinkedIn:  https://www.linkedin.com/in/anup-ghimire-9366aa5a/

 

👥 Guest

Manish Maheshwari

General Partner @ BAT VC

 LinkedIn: https://www.linkedin.com/in/manishlens/ 👥 Guest

Bhupendra Khanal

Former Founder @ Simplify360 

 LinkedIn: https://www.linkedin.com/in/khanalbhupendra/ 

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🎬 Production Partner: Viewfinders Production

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This episode is strengthened by Hama Steels and insured by Himalayan Everest Insurance 

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